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Navigating financial planning, retirement strategies, and investment decisions can be complex, and for many individuals and businesses, partnering with a financial advisor is a practical step. Sacramento offers a wide range of financial professionals with varying specialties, certifications, and approaches.
This list highlights several financial advisors in the Sacramento area worth considering. Each provides distinct services, and this information is intended to help you explore potential options as you determine what best suits your financial needs.
1. Archer Pointe Wealth Management
Archer Pointe Wealth Management is a fee-only fiduciary firm with offices in Davis and Sacramento, California, dedicated to providing personalized financial planning and wealth management services. Their team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals emphasizes integrity, clear communication, and a client-centric approach to help individuals balance current needs with future goals. Services offered include financial planning, investment management, and retirement planning, tailored to each client’s unique circumstances. With over 20 years of average experience, the firm focuses on building long-term relationships to guide clients toward financial peace of mind.
Phone: 1-916-565-7640
Email: info@archerpointewm.com
Address: 333 University Ave Suite 200, Sacramento, CA 95825
Website: https://archerpointewm.com/
2. Majerko Investment Management
Majerko Investment Management LLC, headquartered in Bergland, Michigan, is a comprehensive financial services firm committed to enhancing clients’ financial well-being through personalized strategies aimed at wealth growth and preservation. Led by President and LPL Registered Principal Terrence Majerko, who has been serving clients since 1995, the firm offers a range of services including fee-based investment management, retirement planning, estate planning, education planning, and insurance analysis. Emphasizing independent and objective advice, Majerko Investment Management tailors strategies to each client’s unique financial goals and risk preferences.
Phone: 1-916-921-1996
Email: terrence.majerko@lpl.com
Address: 1435 River Park Dr #502, Sacramento, CA 95815
Website: http://www.majerko.com/
3. Burge Financial Inc
Burge Financial, located in Sacramento, California, is an independent financial services and wealth management firm dedicated to providing personalized financial planning, asset protection, and wealth management services. Led by Steve Burge, a CERTIFIED FINANCIAL PLANNER™ professional, the firm emphasizes a client-centric approach, focusing on integrity, clear communication, and tailored strategies to help clients achieve their financial goals. Their “Steps Ahead Philosophy” reflects a commitment to proactive planning and staying ahead in the dynamic financial landscape.
Phone: 1-916-622-0298
Email: steve@burgefinancial.com
Address: 2000 L St Ste 100, Sacramento, CA 95811
Website: https://www.burgefinancial.com/
4. Chartered Financial
Bob Dreizler, a Chartered Financial Consultant (ChFC) based in Sacramento, California, has been providing financial services for over 30 years, specializing in green investing and hourly financial consulting. He focuses on aligning clients’ investments with their social and environmental values, tailoring strategies to individual risk tolerance, tax status, and financial goals. In addition to his financial services, Bob is also an artist, photographer, and writer, integrating his diverse interests into his professional practice.
Phone: 1-916-444-2233
Email: bdreizler@protectedinvestors.com
Address: 2012 H St Ste 200, Sacramento, CA 95811
Website: http://bobdreizler.com/
5. Solstice Wealth Management
Solstice Wealth Management, based in Sacramento, California, offers personalized financial planning and investment management services to individuals, families, and businesses. Their client-centric approach focuses on understanding each client’s unique financial situation and goals to develop tailored strategies. Services include retirement planning, wealth management, and estate planning, aiming to guide clients toward financial confidence and long-term success.
Phone: 1-916-333-5388
Email: madison.dodd@solsticewm.com
Address: 800 Howe Ave Ste 160, Sacramento, CA 95825
Website: https://solsticewealthmanagement.com/
6. Pacific Management Advisors
Pacific MGA, headquartered in Sacramento, California, is a managing general agency specializing in providing insurance solutions to independent agents and brokers. Their offerings encompass a diverse range of insurance products, including property and casualty, professional liability, and specialty lines. By leveraging strong relationships with multiple carriers, Pacific MGA delivers tailored coverage options to meet the unique needs of their clients. The firm emphasizes exceptional service and expertise, aiming to support agents and brokers in navigating the complexities of the insurance market.
Phone: 1-916-529-4577
Email: info@pacificmga.com
Address: 1215 K St 17th Fl, Sacramento, CA 95814
Website: http://pacificmga.com/
7. American Trust Custody
American Trust Custody, formerly known as Mid Atlantic Trust Company, is a South Dakota state-chartered non-depository trust company headquartered in Pittsburgh, Pennsylvania. As part of AmericanTCS, the firm offers a comprehensive suite of trust and custody services tailored to financial intermediaries and institutions. Their offerings include trust and custody solutions, IRA services, paying agent and participant distribution services, cash deposit alternatives, and collective investment trusts. By integrating advanced technology with personalized support, American Trust Custody aims to enhance operational efficiency and provide innovative investment options to help partners attract and retain assets.
Phone: 1-916-286-7850
Email: blenz@americantcs.com
Address: 4030 Truxel Rd Ste B, Sacramento, CA 95834
Website: https://www.americancustody.com/
8. Endeavor Financial Planning
Endeavor Financial Planning, founded by Paige Farrell, a CERTIFIED FINANCIAL PLANNER™ professional, is a fee-only, fiduciary firm based in Sacramento, California. The firm offers comprehensive and objective financial planning services aimed at helping clients organize, grow, and protect their assets through life’s transitions. As a fee-only and independent financial advisor, Endeavor Financial Planning does not accept commissions, ensuring that the advice provided is solely in the best interest of clients. Their services include investment management, retirement planning, and estate planning, tailored to meet the unique needs of each client.
Phone: 1-916-333-5760
Email: paige@endeavorplanning.com
Address: 555 University Ave #284, Sacramento, CA 95825
Website: http://endeavorplanning.com/
9. North Star Financial Partners
North Star Financial Partners, established in 2008 and located in Sacramento, California, is a financial services firm dedicated to providing customized financial planning and wealth management services. With a team of advisors who have collaborated since 1994, the firm emphasizes a holistic approach to bridge clients’ financial realities with their goals, acting in a fiduciary capacity to ensure clients’ interests are prioritized. Their comprehensive services include financial planning, retirement planning, investment management, estate planning, risk management, and benefits consulting, all tailored to meet the unique needs of each client.
Phone: 1-916-779-7180
Email: slewis@nsfpartners.com
Address: 2180 Harvard St #410, Sacramento, CA 95815
Website: http://www.northstarfinancialpartners.com/
10. Paragon Financial Services
Paragon Financial Services, headquartered in Elk Grove, California, is a boutique firm specializing in personal financial planning, asset management, and tax planning for individuals and families. Founded over 30 years ago by Bryan Chew, JD, CFP®, a former IRS agent and instructor at UC Davis Extension Program, the firm is committed to simplifying and enriching clients’ lives by managing and preserving wealth in alignment with their financial goals. Paragon Financial Services offers a collaborative team approach, providing services such as accumulation strategies, risk management, estate planning, taxation, retirement planning, and business planning, all tailored to meet each client’s unique needs.
Phone: 1-916-427-5172
Email: bryan.chew@paragonfs.net
Address: 1102 Corporate Way #100, Sacramento, CA 95831
Website: https://www.paragonfs.net/
Choosing the Right Financial Advisor in Sacramento
Selecting a financial advisor is a key step in managing your long-term financial well-being. Sacramento is home to a variety of professionals—ranging from fee-only fiduciaries to experienced full-service firms—offering services tailored to different life stages and financial goals.
As you evaluate your options, take the time to ask questions, review credentials, and ensure alignment with your values and financial objectives. The right advisor can help bring clarity, structure, and confidence to your financial journey.
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